slides · global inventory
Overcoming Monster
Arc collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 10,649
Current window 1,381-1,410
Pages 355
Rows per page 30
Arc
1,381-1,410 of 10,649
34
Core Laboratories (CLB)Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
35
The cartoon serves as a visual break; the text below it provides a brief, somewhat disconnected business context.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
36
The slide uses a dual-axis combo chart (bar for revenue, line for capex) to illustrate business stability.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
37
The chart uses a bar chart for revenue and a line chart for Capex to demonstrate a positive correlation over time.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
38
The slide uses humor to preemptively address a potential misconception about the company's growth profile.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
39
The slide uses a line chart to contrast historical volatility with a stagnant future outlook.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
40
The chart illustrates a sustained negative trend for the sector, with companies trading at small multiples of prior peak earnings.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Struggle1 hit
41
The chart uses color coding (blue vs red) to distinguish historical data from projected decline.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
42
The slide uses CEO quotes to validate the thesis of North American market growth.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
43
The slide uses a visual metaphor of a 'Deep Water' warning sign to contrast with the 'Shale' market.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
44
The cartoon is a play on the 'Send more money' trope, modified to 'Send more rocks'.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
45
The slide uses a quote from an earnings release to frame a narrative that the author intends to challenge or contextualize.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
46
The slide uses a sarcastic tone to diminish the significance of a competitor's reported growth.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
47
The slide uses a screenshot of a UBS report to point out a specific factual error in their analysis.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
48
The slide uses a cartoon as a metaphor for market cycles to frame the company's business model.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
49
The slide uses a screenshot of a CNBC interview to establish authority.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
50
The slide uses a 'gotcha' style to highlight the inaccuracy of expert market predictions.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
51
The title is a reference to the game show Wheel of Fortune.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
52
The slide uses a sarcastic tone to highlight a pattern of failed market predictions.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
53
The slide uses a pun on 'Information' vs 'In Formation' to make a point about market recovery shapes.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
54
The slide uses a dual-axis chart to create a visual 'V' shape that obscures the fact that the final price ($55.84) is lower than the starting price ($79.68).Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
55
The slide uses a visual contrast between blue (historical) and red (consensus) bars to challenge the 'V-shaped' narrative.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
56
The slide argues that Core (CLB) is likely to miss consensus estimates due to international capex exposure.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
57
The slide uses a comparison frame to argue that the stock is overvalued based on lower internal earnings projections.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
58
The slide uses a 10-year trailing average EPS to justify a fair value estimate.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
59
The cartoon serves as a metaphor for investors paying too much for earnings that may not meet expectations.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
60
Uses a meme-style image to make a critical point about stock valuation or management behavior.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
61
The slide highlights aggressive capital allocation (buybacks) despite stock price trends and debt issuance.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
62
The slide uses a news clipping and a company logo to frame a critique of capital allocation strategy.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit
63
The slide uses a red oval annotation to highlight the specific quarters where the dividend exceeds the adjusted EPS.Core Laboratories (CLB) · David Einhorn
Conference presentation Activist investor Beat · The Victory1 hit